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Credit Markets
537 posts
Why Rising Bond Yields Aren’t Always Bad for Stocks
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: David Stonehouse February 2, 2021 Print…
Tactical asset allocation — January 2021 recap
by Alessio De Longis, Invesco Canada Global recovery begins to mature, leading to expansion Macro update The year…
Should Bondholders Keep Faith in Europe’s Banks?
by Steve Hussey, Head—Financial Institutions Credit Research, AllianceBernstein For European banks’ stockholders, 2020 was a year to forget.…
European Fixed Income in 2021: Focused on Recovery, and Politics
by David Zahn, CFA, FRM, Franklin Templeton Investments Author David Zahn, CFA, FRM Head of European Fixed Income,…
Hubert Marleau: Pondering a Bifurcated Economy
by Hubert Marleau, Market Economist, Palos Management The stock market was remarkably indifferent to Powell’s assurance that the…
Tactical asset allocation — December 2020 recap
by Alessio De Longis, Senior Portfolio Manager, Invesco Investment Solutions, Invesco Canada Global recovery is likely to continue,…
Barry Allan: What Do investors Misunderstand About Credit Markets?
Misperceiving risk is biggest misunderstanding investors have about investing in credit," says Barry Allan, CEO, CIO of DMAT…
2021 Municipal Outlook: Reasons for Optimism
by Daryl Clements, AllianceBernstein After 2020, a year for the ages, 2021 should bring a mixed bag for…
Barry Allan: How do you reduce and avoid risk?
There is no substitute for experience. After 38 years of successfully investing in fixed income and credit, you…
2021 Outlook: Will Global Credit Be in the Sweet Spot?
by Jørgen Kjærsgaard, AllianceBernstein Credit markets have staged an epic rebound from the depths of March 2020. But…
Barry Allan: How do credit markets behave?
Credit markets are a part of the fixed income market that most investors, professional ones too, have never…
Barry Allan: What Sets You Apart as a Fixed Income Asset Manager?
Barry Allan started DMAT Capital Management in 2019 shortly after his departure from Marret Asset Management, so that…
Waiting for the Last Dance
The Hazards of Asset Allocation in a Late-stage Major Bubble by Jeremy Grantham, GMO Executive Summary The long,…
Barry Allan: Reaching for Yield in the Worst Risk/Reward Period Ever?
Barry Allan has been a portfolio manager in and around the fixed income complex in Canada for 38…
Emerging-Market Sovereigns: Pandemic Aftermath Sets Stage for Cyclical Uplift
by Shamaila Khan, AllianceBernstein In a global pandemic, everyone is in the same storm, but they aren’t in…
